-25.0%
ACN vs AMIX
-100.0%
+75.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.9% | +0.4% |
| 7D | +7.3% | -25.5% | +32.7% | +7.5% |
| 30D | +38.2% | -56.2% | +94.4% | +39.0% |
| 3M | +56.6% | -87.4% | +144.0% | +58.9% |
| 6M | +51.1% | -80.9% | +132.0% | +48.9% |
| YTD | +1.7% | -86.8% | +88.5% | +0.3% |
| 1Y | +10.1% | -91.3% | +101.4% | +8.6% |
| All | -25.0% | -100.0% | +75.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling